plan ahead

One of the most important decisions you will make when it comes to your estate is appointing an executor to carry out the directions outlined in your will. This is not a decision to be taken lightly. Your executor is responsible for settling all aspects of your estate including ensuring your assets are distributed, outstanding debts are paid, and income tax returns are filed. Depending on the complexity, it can take anywhere from a couple months to a couple years to settle an estate. There is no denying that taking on the role as an executor is a big job so it’s important that you provide your executor with as much information as possible regarding your estate. That’s where we come in.

We have created an easy-to-use workbook designed to help you get organized and build a comprehensive reference tool for your executor. By completing this workbook and keeping it up-to-date, you will provide your executor with the important information needed to make sure your final wishes are carried out.

We are available to help you complete the workbook and answer any questions you may have about preparing a plan for your estate. For help and to speak with one of our associates about your estate plans, please contact your local branch.